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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,985 | $102,595-61.0% | $94,057-57.5% | $154,746-74.2% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 80.7%-0.7pp |
| Annual return | 20.04% | 583.42%-563.4pp | 480.62%-460.6pp | 172.34%-152.3pp |
| Employer contribution / active EE | $2,857 | $3,147-9.2% | $2,933-2.6% | $4,379-34.8% |
| Participant deferral / active EE | $4,557 | $5,118-11.0% | $4,709-3.2% | $6,730-32.3% |
| Admin fee / account holder | $1,714 | $7,736-77.8% | $7,244-76.3% | $14,365-88.1% |